Towneley Capital Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Towneley Capital Management’s Portfolio WINN Stock Details WINN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.7M	Buy	1,142,388 +11,734	+1%	+$348K	6.63%	4
2025 Q4	$35.2M	Buy	1,130,654 +333	+0%	+$10.4K	7.41%	3
2025 Q3	$35.2M	Sell	1,130,321 -34,714	-3%	-$1.04M	7.65%	3
2025 Q2	$33.9M	Sell	1,165,035 -18,732	-2%	-$490K	7.78%	3
2025 Q1	$29M	Buy	1,183,767 +55,210	+5%	+$1.49M	6.78%	4
2024 Q4	$30.7M	Sell	1,128,557 -6,809	-0.6%	-$183K	7.29%	3
2024 Q3	$29.1M	Buy	1,135,366 +12,812	+1%	+$319K	6.59%	4
2024 Q2	$28.4M	Buy	+1,122,554	New	+$26.6M	6.66%	4

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $105M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Towneley Capital Management's WINN Position: Q1 2026 in Review

Towneley Capital Management increased its Harbor Long-Term Growers ETF (WINN) stake by 1% in Q1 2026, buying an estimated $348K and bringing the position to 1,142,388 shares worth $31.7M. The position accounts for 6.63% of the portfolio, ranked #4.

Towneley Capital Management first reported a position in WINN in Q2 2024 and has held it in 8 quarters since. The position peaked at $35.2M in Q3 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Towneley Capital Management held 1,142,388 shares of Harbor Long-Term Growers ETF worth $31.7M as of Q1 2026.
Towneley Capital Management bought 11,734 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $348K.
Harbor Long-Term Growers ETF made up 6.63% of Towneley Capital Management's portfolio in Q1 2026, its #4 holding.
Towneley Capital Management first reported a position in Harbor Long-Term Growers ETF in Q2 2024 and has held it in 8 quarters since.
Towneley Capital Management's Harbor Long-Term Growers ETF position peaked at $35.2M in Q3 2025.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.